The attached video demonstrates the updated step-ordering in our new membership workflow.
This structural change allows unit drafts to be created before member information is added. By configuring the Branch, Membership Type, Discounts, and Add-ons upfront, users can now browse available options before providing personal details. This update is a prerequisite for transitioning fully to the new workflow and retiring the legacy process.
Key Benefits
Improved Browsing Experience: Staff and members can now explore available membership options without being forced to enter personal data first.
Dynamic Configuration: Selecting membership types earlier ensures that advanced settings and required fields are correctly applied during the initial setup rather than enforced later.
Together, these improvements will reduce the number of incomplete units created during the discovery process and streamline the overall membership signup and editing experience.
Workflow Improvement Demo Video (must be downloaded to watch).
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